Catch onboarding failures before they become Year 1 churn
Catch onboarding failures before they become retention problems
3 free runs to try first. No credit card required.
Onboarding Health Monitor
Track onboarding health in real time
What you get
Onboarding dashboard with health grades: On Track, Needs Attention, At Risk, or Stalled
Phase classification for every new customer: Early (0-30d), Active (31-60d), Late (61-90d), or Overdue
Engagement velocity tracking — is post-sale activity accelerating or dropping off?
Prioritized interventions with specific actions ranked by revenue impact
Delivered in under 2 minutes. Run weekly to monitor all recently closed-won deals through their onboarding journey.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Assesses Onboarding Health
Focuses on recently closed-won deals and evaluates engagement velocity, stakeholder activation, and activity milestones to classify onboarding status.
See Who's Stalling
Get a dashboard of every new customer's onboarding health with specific interventions for stalled and at-risk accounts.
The Difference
Stop guessing. Start knowing.
Without Onboarding Health Monitor
New customers silently stall and nobody notices until renewal time
No visibility into which onboardings are on track vs failing
Sales-to-CS handoffs drop context and engagement never ramps up
Year 1 churn traced back to onboarding problems that were never caught
With Onboarding Health Monitor
Every new customer tracked through onboarding with health grades
Stalled onboardings flagged within days, not discovered months later
Failed handoffs and engagement gaps surfaced with specific evidence
Interventions triggered early — when there's still time to fix it
Capabilities
What's Inside
Onboarding Dashboard
Total new customers with health grades: On Track, Needs Attention, At Risk, or Stalled.
Phase Classification
Every closed-won deal classified by onboarding phase: Early (0-30d), Active (31-60d), Late (61-90d), or Overdue.
Engagement Velocity
Tracks how quickly post-sale engagement started and whether it's accelerating or dropping off.
Onboarding Risk Flags
Concrete signals: 'Closed 45 days ago, zero notes since close' or 'No new contacts added post-sale.'
Prioritized Interventions
Deals ranked by revenue impact with specific recommended actions referencing real data.
Built for you if…
You're a CS leader who knows onboarding quality predicts retention
You're an onboarding manager tracking new customers through their first 90 days
You're seeing Year 1 churn and suspect onboarding failures are the root cause
You want early warning when new customers go quiet after the sale
Year 1 churn from failed onboarding is the most preventable revenue loss. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
Under 2 minutes. Connect HubSpot and get health grades for all recently closed-won deals.
By default, it looks at deals closed within the last 90 days. This covers the typical onboarding window. The agent classifies each deal into Early (0-30d), Active (31-60d), Late (61-90d), or Overdue phases.
Low or zero engagement after close, no new contacts activated, no notes or meetings logged — the agent flags specific evidence, not just a label.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
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See the difference in 2 minutes
Connect your HubSpot, run Onboarding Health Monitor, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo